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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 53 · EIN 13-2886227 | Insurance Commissions | $41,455 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $33,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,902 | $37,117-57.2% | $147,618-89.2% | $55,191-71.2% |
| Participation rate | 77.9% | 63.6%+14.3pp | 84.6%-6.7pp | 69.2%+8.8pp |
| Annual return | -3.10% | 3.44%-6.5pp | 61.98%-65.1pp | 10.78%-13.9pp |
| Employer contribution / active EE | $505 | $1,620-68.8% | $5,565-90.9% | $1,899-73.4% |
| Participant deferral / active EE | $3,970 | $1,985+100.0% | $4,895-18.9% | $3,046+30.3% |
| Admin fee / account holder | $59 | $86-30.9% | $11,612-99.5% | $91-34.8% |